At a glance
Client reporting
Provide your clients with clear and accurate investment performance information in as much detail as they want on their statements. Run reports for: Asset allocation, cash inflow/outflow, income maturities, performance, realized gains and losses.
Clients want to understand why they’re paying you to take care of their money. Providing transparency around how each fee is calculated, right down to the fee charged on a single security on a specific day, can help you build trust and confidence. Run reports for: Portfolio performance, income projection, transactions, holdings and asset allocations.
Advisor reporting
Advisors benefit from a holistic view of their clients to provide the best advice possible for their unique situations. Run reports for: Cash balance by account, AUM, fee and fee volatility, asset allocation with threshold.
Develop and run ad hoc reports in seconds to prepare for client meetings or address client questions. Run reports for: Cash balance by account, AUM, asset allocation, fees and fee volatility, transaction history.
Enterprise reporting
Our reporting templates with standard user configurations enable flexibility within regulatory, risk and compliance guardrails. Run reports for: monthly or quarterly statements, CRM2 statements, tax reporting.
Our suite of reporting solutions deliver unparalleled insight into your business operations and help you uncover revenue opportunities that are being missed. Run reports for: fee margins, asset inflow / outflow, AUM.
We help you streamline your workflows to provide operational efficiencies. Use a single statement template to generate highly personalized content at scale.